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"Chunky deals" imminent

Just listened to Zak's interview with Tim again

IMM will become absolutely massive according to the CEO

P140 blockbuster gamechanger

Great confidence

Chunk deals imminent

Massive deal!...

Charles Archer

Immupharma is a rare breed. Here's why.

https://x.com/that_stocks_guy/status/1978056734741598688

Https://www.fiercepharma.com/pharma/trop2-showdown-innocare-zenas-2b-autoimmune-deal-lupin-us-investment

Positive news this morning.

Reinforcement of management resources to accelerate the commercial deals. Remember Immupharma's team is rather small so positive development to have more skin in the game.

Also very likely this position was already sourced over summer time as recruting these positions does not come overnight, worked up in parallel together with patent filing and ongoing discussions.

It is nearly 6 weeks ago since the official patent filing milestone, which was the green light to start finalizing any commercial deals.

Also: Assuming at the same selling pace Landstead will be out in a matter of weeks, no longer holding back the share price on their part.

Vertex forges $2B-plus alliance with Enlaza to create new autoimmune drugs, improve conditioning methods

By Gabrielle Masson

Sep 2, 2025 10:26am

https://www.fiercebiotech.com/biotech/vertex-forges-2b-alliance-enlaza-create-new-autoimmune-drugs-improve-conditioning-methods

And blue again, as expected.

Landstead slowly sellig out is good news as they become even less influential. Then again, in the grand scheme of things it doesn't matter really. All eyes on the imminent deal(s) over the next few months ahead.

Blue day today for sure after the coverage over the weekend

Autoimmune responses found in ALS, pointing to a new way to view the deadly disease

https://www.statnews.com/2025/10/01/als-autoimmune-responses-new-study-journal-nature/

Scientists say ALS might be an autoimmune disease

Damita Menezes 3th Oct 2025

https://www.yahoo.com/news/articles/scientists-als-might-autoimmune-disease-233413445.html

Hopefully P140 is also covering ALS, who knows...

Blue day today

The share price continues to creep upwards today

A solid deal could land anytime now, talks have been ongoing for many months with multiple pharma's at the table

P140 could become very big

Potential blockbuster targeting wide range of autoimmune diseases

Big trade from yesterday appearing

£ 131.46k

Same pattern

A drop in the morning, followed by a rise in the afternoon

And here is another article. Note Tim was referring to Humira earlier in one of his latest interviews, look where Humira is.... on top the sales chart of the top 15 blockbuster patent expirations!

https://www.fiercepharma.com/special-report/top-15-blockbuster-patent-expirations-coming-decade

According to this list Sanofi, Novartis and Johnson & Johnson are about to loose their immunology patents this year 2025 for the specific products mentioned. No doubt they are looking for high profile replacements to re-strengthen their portfolio. The advanced P140 platform could suit them very well as becoming the new overall autoimmune standard approach also having 20 years exclusivity well ahead of the competition.

25 High-Value Drugs Losing Patent Protection in 2025: What It Means for Healthcare

27 December 2024

https://biopharmaapac.com/analysis/60/5727/25-high-value-drugs-losing-patent-protection-in-2025-what-it-means-for-healthcare.html

P140 platform able to address roughly 50 different autoimmune diseases

20 years exclusivity

First come first serve blocking any infringers with patent filing already having obtained legal status

Major pharma's cash rich industry with various acquisitions over the last few years in the 100's of million pound deals

Existing major global patents ending soon i.e. big pharma's out hunting for new products and licenses

AbbVie snaps up CAR-T company in a deal worth $2.1 billion

A start up developing CAR-T therapies for autoimmune conditions, fibrosis, and cancer.

June 2025

https://www.statnews.com/2025/06/30/abbvie-capstan-therapeutics-cart-therapy/